Critical Minerals

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More Defense Spending Will Drive Critical Minerals Demand
Etftrends· 2025-09-25 17:24
Group 1 - The United States' reduced involvement in NATO is prompting European nations to enhance their defense capabilities, leading to increased defense spending and higher demand for critical minerals [1][2] - Global defense spending is projected to rise from approximately $2.7 trillion in 2024 to $6.38 trillion by 2035, reflecting an 8% compound annual growth rate (CAGR) [2] - Specialty metals are essential for advanced military hardware and alternative energy infrastructure, indicating a growing market for critical minerals [2][3] Group 2 - The rising demand for critical minerals like lithium, copper, and rare earths may result in supply constraints, creating long-term growth opportunities in critical minerals ETFs [3] - Drones, increasingly used in military applications, require rare earths and battery materials, further driving demand for critical minerals [4] - The Sprott Critical Materials ETF (SETM) is positioned to benefit from the anticipated growth in defense spending and energy transition materials [4][5] Group 3 - SETM offers diversification with nearly 90 holdings, including companies involved in the production of uranium, lithium, copper, and other critical minerals [5] - The ETF has global exposure, with holdings in Canada, the United States, Australia, and Chile, and includes a mix of large-, mid-, and small-cap companies [6]
S&P 500 Gains & Losses Today: Intel Stock Extends Rally, Freeport-McMoRan Drops
Investopedia· 2025-09-24 21:15
Shares of Intel continued their recent move upward on Wednesday. CFOTO / Future Publishing via Getty Images Close Shares of Axon Enterprise (AXON) fell 10% after the provider of less-lethal weapons and other law enforcement technology announced the acquisition of Prepared, an emergency communications platform powered by artificial intelligence. Needham analysts reiterated their "buy" rating on Axon stock but noted the complexities involved in a potential return to the computer-aided dispatch market. Piper S ...
Western Star Signs Letter of Intent to Acquire Real American Corp, Advancing U.S. Critical Minerals Strategy
Thenewswire· 2025-09-24 12:00
Vancouver, British Columbia – TheNewswire - September 24, 2025 - Western Star Resources Inc. (CSE: WSR; OTCQB:WSRIF) (the “Company” or “Western Star”) an emerging resources exploration company focused on building a domestic portfolio of critical mineral assets is pleased to announce that it has entered into a Letter of Intent (LOI) to acquire The Real American Corp, a Nevada-based company with high-grade, past-producing tungsten projects in one of the most prolific mining districts in the United States.T ...
American Critical Minerals Highlights Recent Addition of Potash to Proposed US Critical Minerals List and Recent US Government Awards for Potash Developers
Accessnewswire· 2025-09-23 09:00
Core Viewpoint - The U.S. Federal Government has officially added Potash to the US Geological Survey's draft Critical Minerals List, which is updated every three years, with finalization expected soon after a public comment period [1] Group 1 - The addition of Potash to the Critical Minerals List is seen as a positive development for American Critical Minerals Corp [1] - The final version of the updated Critical Minerals List is anticipated to be released shortly after a 30-day public comment period [1]
X @Bloomberg
Bloomberg· 2025-09-21 20:05
Africa's control of 30% of the world's critical mineral reserves gives it significant leverage, writes @KarishmaJourno (via @opinion) https://t.co/9uigIeZ0mp ...
X @Bloomberg
Bloomberg· 2025-09-20 11:50
India is weighing establishing a strategic reserve of critical minerals for emergency use in defense manufacturing, joining other countries accelerating efforts to build a domestic supply chain https://t.co/gOzGQz8COT ...
Maxus Mining Acquires Flagship Alturas Antimony Project
Globenewswire· 2025-09-18 12:00
VANCOUVER, British Columbia, Sept. 18, 2025 (GLOBE NEWSWIRE) -- Maxus Mining Inc. (“Maxus” or the “Company”) (CSE: MAXM | FRA: R7V), is pleased to announce it has entered into a Property Option Agreement (the “Agreement”) with Equinox Resources Limited (the “Optionor”) to acquire (the “Acquisition”) a 100% interest in the Alturas Antimony Project (“Alturas” or the “Project”) located proximal to the historical high-grade Alps-Alturas antimony mine in British Columbia’s Slocan Mining Division (Please see Figu ...
Nevada Lithium Announces Significant Amounts of Critical Minerals Rubidium and Cesium Within its Bonnie Claire Lithium Project
Globenewswire· 2025-09-17 11:00
Core Insights - Nevada Lithium Resources Inc. has identified significant rubidium and cesium mineralization in its Bonnie Claire lithium project, which could enhance the project's economic viability and contribute to the U.S. supply of critical minerals [1][3][4] Company Developments - The CEO of Nevada Lithium, Stephen Rentschler, highlighted that the presence of rubidium and cesium aligns with the U.S. Department of the Interior's Draft 2025 Critical Minerals List, potentially increasing the revenue from boron by-products identified in the Preliminary Economic Assessment (PEA) [2][4] - Initial analysis of the Pregnant Leach Solution (PLS) indicates that rubidium and cesium are recoverable, and the company is exploring various recovery options [3][20] Project Details - The Bonnie Claire project has a mine life of 61 years and a processing rate of nearly 3 million tonnes of ore annually, suggesting a substantial contribution to the U.S. domestic supply of critical minerals [3][28] - The project consists of two mineral deposits: an Upper Zone with moderate-grade lithium and boron, and a Lower Zone characterized by high-grade lithium and boron [5][6] Mineralization Findings - Significant cesium and rubidium mineralization was confirmed in all drill holes from the 2023 and 2024 drilling programs, with notable grades including 248 ppm Cs over 318.5 ft and 313 ppm Rb over 298.5 ft [9][10] - A strong positive correlation was found between cesium, rubidium, lithium, and boron grades, indicating potential for enhanced recovery and economic returns [12][13] Economic Assessment - The recently released PEA indicates an after-tax net present value of $6.829 billion at an 8% discount rate, based on lithium and boron pricing [28] - The company aims to optimize the lithium flowsheet while investigating recovery options for rubidium and cesium to further enhance project economics [20][32]
X @Bloomberg
Bloomberg· 2025-09-16 12:47
The US is in talks to create a $5 billion fund for mining, marking its biggest effort to boost critical mineral supplies https://t.co/u7VppTMI93 ...